Path: Setup > Documents > Add a New Document > With the Document Editor

This section explains how to create new loan agreement documents or contracts directly using the built-in document editor. While the editor uses HTML, you don't need to be an HTML expert; it's designed to be as easy to use as any word processor on your computer.

Remember, you must set up a loan agreement document for each loan product.

Steps to Add a New Document

1. Click on Add New Document.
2. Click on With the Document Editor.
3. Complete the Document Setup (refer to the relevant section for details on document settings).
4. To discard your changes and exit, click Cancel.
5. Once you've finished entering the information and want to store it, click Save.

Buttons

• Save: Click this button to save the document and its settings to the database.
• Cancel: Click this button if you do not want to save the information to the database.